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“E” Products

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“E” Products

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  1. “E” Products Mobile Data, eRouting, eService Jim Snyder, Peter Schwier, Susan York

  2. What are they? • Mobile Data Electronic work tickets! A way for your technicians to record time and material in the field. Reduces duplication and transcribing mistakes. • eMapping Using Google Maps and one of numerous GPS providers, see where your service calls and trucks are located by clicking an icon on the dispatch board. • eService A website that your customers can log into to see the status of their tickets.

  3. Mobile Data Your Technicians Your Server Web Reference Ventus Mobile Data Internet via your cellular provider Technician Tablet (MD001) Technician Laptop (MD002) IIS Server Quickload Invoices Technician Laptop (MD003) Technician Tablet (MD004) Flow of new service tickets to technicians Flow of an invoice request Flow of completed service tickets From technicians

  4. Mobile Data Tablet When a call is assigned to a tech on the dispatch board the tech will be alerted on his field unit.

  5. When he clicks on a call it will display specific information relating to the call, including ticket comments entered in dispatch and selected information from the site record. He will click on Acknowledge resulting in a status change being sent back to dispatch.

  6. Note the color changed on the dispatch board. Also, the tech is now able to start completing the ticket. He clicks on Start Travel.

  7. Note the color changed on the dispatch board. When he arrives at the site he clicks on Start Job.

  8. Note the color changed on the dispatch board.

  9. By scrolling down the screen he will see a recap of the time clocked on the call up to this point.

  10. By clicking on New Miscellaneous Revenue…

  11. … the Misc Codes you set up in Service can be accessed in the field. By clicking on Trip Charge…

  12. … you are able to add a Trip Charge to the customer’s ticket.

  13. Note how labor is calculating and the trip charge has been added.

  14. By clicking on Parts Used, New Part …

  15. A list of parts normally stocked on the truck are displayed. He can select a part by scrolling up/down the list and click on the desired part(s) or…

  16. … he can start typing in a few characters of the part number or description and all parts that contain the characters will be displayed. He will then click on the part desired.

  17. He will then click save.

  18. Note that the system knows that this is a serialized part and gives the tech a message.

  19. He enters the serial number and clicks save.

  20. Parts pricing has been added to the billing summary area.

  21. Next, the tech can click on Work Done codes.

  22. By clicking on the work done codes used they will be selected.

  23. The tech can click on Flat Rates.

  24. Flat Rate Codes will be displayed and the desired code(s) may be selected and saved.

  25. The tech clicks on Equipment if he wants to review equipment at the site.

  26. Three pieces of equipment are displayed. By clicking on a specific unit…

  27. … information from the equipment record is displayed, along with commonly used parts.

  28. By clicking on PM Inspections…

  29. Past, present and future PM’s are displayed. The tech clicks on the one desired…

  30. … and information regarding the PM is displayed.

  31. By clicking on AR History the tech is able to request the customer’s aged A/R balance.

  32. By clicking on Service History the tech is able to request detailed service history on past work tickets.

  33. These requests will be returned to the field unit in a mailbox. By clicking on any of these (such as Service Account Inquiry)…

  34. … the detail will be displayed for the number of service tickets previously requested.

  35. By clicking on Request Purchase Order…

  36. …the tech enters as few or as many characters of the vendor’s name and a request is sent back to the server for vendors who have those characters in their name.

  37. A list of vendors who have those characters in their name will be displayed for the tech. The tech clicks on the one desired…

  38. … and a request is sent to the server for the PO.

  39. The PO number is returned and tagged to the ticket.

  40. The tech can start entering ordered parts by clicking on new part. The truck’s parts list will come up for selection as if you were selecting a part for billing (in a previous screen)

  41. The billing summary is displayed. Note labor has continued to be calculated based on the time stamping. Comments can also be entered or recorded. The tech can click on Signature…

  42. …and a signature box is displayed for the customer’s signature.

  43. When the tech clicks on Complete the completed ticket can be sent back to the server. You are also able to place the call on hold, or keep the call open and send back what has been done to date.

  44. When the back office goes into Complete/Update Tickets the tickets completed in the field will display under a Review status. By clicking on a ticket…

  45. … everything done in the field will be displayed. The ticket can be edited if necessary prior to invoicing.

  46. eMapping

  47. eMapping Your Technicians Your Server Internet Ventus GPS Provider GPS Service Flow of information from technician

  48. eMapping will let you see all the ticket locations on your dispatch board on Google Maps, in addition to your vehicle locations.

  49. Your customer locations are identified as “balloons” and are color coded to represent the call status (open, travel, start,etc). When you place the cursor on a balloon it will display specific information as seen below.